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Platformonomics TGIF #121: March 27, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Service has resumed. News UnfocusedAI Strategy Du Jour: “We’re an Enterprise Company!” To paraphrase Donald Rumsfeld, you go into the enterprise with the team you hired from…
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Platformonomics TGIF #102: October 3, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email The universe served up a lot of humor this week. In an effort to motivate myself to complete them, I’ll note I have serious (“serious”?) posts under…
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Platformonomics TGIF #101: September 26, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit…
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Platformonomics TGIF #100: September 19, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Wow — we’ve hit a hundred of these newsletters. With a few hundred more we might start to get the hang of it! Thanks in the meantime…
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Platformonomics TGIF #99: September 12, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email There is no stock pump like an Oracle stock pump. My Writing I was forced to write not once but twice this week about Oracle’s shenanigans. Tl;dr…
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Remaining CAPEX Obligation
Rather than further update the last post, we’ll start anew. In our preparation for this week’s Oracle earnings, we wrote: Absolute bestest most glorious company ever in entire universe of all time prepare awesome-sauce victory lap. With tomorrow’s earnings announcement the database vampire will permit us to bask in their greatness and invite us to…